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Everhart Financial Group’s EOG Resources EOG Stock Holding History

Everhart Financial Group’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
2,417
+300
+14% +$40.9K 0.02% 355
2026
Q1 		$306K Buy
+2,117
New +$257K 0.03% 352
2025
Q4 		– Sell
-2,004
Closed -$225K – 425
2025
Q3 		$225K Buy
+2,004
New +$239K 0.02% 361

Other funds holding EOG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Everhart Financial Group's EOG Position: Q2 2026 in Review

Everhart Financial Group increased its EOG Resources (EOG) stake by 14% in Q2 2026, buying an estimated $40.9K and bringing the position to 2,417 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #355.

Everhart Financial Group first reported a position in EOG in Q3 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • Everhart Financial Group held 2,417 shares of EOG Resources worth $314K as of Q2 2026.
  • Everhart Financial Group bought 300 EOG Resources shares in Q2 2026, an estimated $40.9K.
  • EOG Resources made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #355 holding.
  • Everhart Financial Group first reported a position in EOG Resources in Q3 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.